Fortune 45 LLC Spdr Portfolio Intermediate Te Transaction History
Fortune 45 LLC
- $152 Million
- Q1 2025
A detailed history of Fortune 45 LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Fortune 45 LLC holds 229,654 shares of SPIB stock, worth $7.6 Million. This represents 5.02% of its overall portfolio holdings.
Number of Shares
229,654
Previous 304,236
24.51%
Holding current value
$7.6 Million
Previous $9.97 Million
23.41%
% of portfolio
5.02%
Previous 6.53%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio